How to get here
Go to Email templates in the left menu.
Find the email template you want to edit.
Click the template or select Edit.
You are now on the Edit email template page.
Template details
At the top of the page you can see which template you are editing. The key fields are:
Name: The internal name of the template. Used to find the template in the overview.
Type: Determines which type of email the template is used for. The type also affects which placeholders are available.
Subject: The subject line the recipient sees in their inbox. You can also use placeholders in the subject.
Use placeholders
Placeholders are automatically replaced with information when the email is sent.
Placeholders always available:
{{FULL_NAME}}: The member's full name.
{{FIRST_NAME}}: The member's first name.
{{LAST_NAME}}: The member's last name.
{{CHAIN_NAME}}: The name of your chain.
The available placeholders also depend on the selected email type. See Placeholders by email type below.
Edit email content
Below the template details you will find the email editor. Here you can edit text, add images, add buttons, change the layout and add new sections. You can insert placeholders directly in the text.
Attach files
You can add attachments to the email. Under the Attachments section you can drag a file into the area or click to select a file from your computer. Attachments are automatically included every time the template is used.
Supported file types: PDF, Word documents (.doc and .docx), OpenDocument (.odt) and text files.
Placeholders by email type
Some placeholders are only available for certain email types.
Welcome Email: {{MEMBERSHIP_TYPE_NAME}}, {{PLAY_STORE_LINK}}, {{APP_STORE_LINK}}, {{PASSWORD}}, {{DOOR_CODE}}.
Guest: {{CLASS_NAME}}, {{CLASS_SUBTITLE}}, {{CLASS_DATE}}, {{CLASS_TIME}}, {{CLASS_DATETIME}}, {{PLAY_STORE_LINK}}, {{APP_STORE_LINK}}, {{PASSWORD}}, {{DOOR_CODE}}.
Referral: {{CANDIDATE_NAME}}, {{REFERRER_NAME}}, {{REFERRAL_BONUS}}, {{REFERRAL_EXPIRY_DATE}}.
Cancellation: {{VALID_TO}}, {{MEMBERSHIP_TYPE_NAME}}.
Put On Hold: {{ON_HOLD_UNTIL}}, {{VALID_TO}}, {{MEMBERSHIP_TYPE_NAME}}.
Task Confirmation: {{TASK_NAME}}, {{TASK_DESCRIPTION}}, {{DATE}}.
Ticket Confirmation: {{TICKET_NAME}}, {{EVENT_NAME}}, {{BEGINS_DATE}}, {{BEGINS_TIME}}.
Custom: All placeholders from the other types can be used.
Save changes
Click Save changes in the bottom right corner. Wait while the system saves the template. A confirmation is shown when the changes have been saved.
Need help?
Contact us via the chat in the bottom right corner, and we will help you further.